appletree-asset-management

Philosophy

The apple tree symbolizes the wealth entrusted to us. As gardeners, we provide maintenance, development and transmission. The life cycle of trees inspires our management style:

  • A good planting to encourage root development,
  • A phase of fortification and growth of the tree in order to withstand the vagaries of time,
  • The selection and fruit picking.

Values

Vigilance

Our primary role is to be constantly listening to your needs and their evolution. Meanwhile we continuously monitor and analyse the environment in which we invest to avoid major pitfalls.

Résilience

Despite our vigilance, we are not immune to any storm. This is where our ability to rebound comes into play. All crises bring opportunities.

Team

Our team consists of men and women who all have experience of entrepreneurs, providing our customers with guarantees of commitment, responsibility and performance culture.

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Alexandre

Partner

Alexandre is responsible for corporate advisory and private office

After a few years in the event industry, Alexander tipped in 1999 in new technology as an entrepreneur (Iguana Consulting) and intrapreneurs (Alten). Since 2007, he operates in asset and wealth management. After developing its portfolio management skills at CFGS, Merrill Lynch and Notz Stucki & Cie, he co-founded AppleTree to assess complex requests of entrepreneurs and their family.

Alexandre is graduated from EM Lyon and Université Paris 2 – Panthéon Assas.

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Christel

Partner

Christel is leading our global strategy

Christel started as a financial analyst at Wargny, then as a credit analyst at the EU-CIC and at Paribas. He joined the bfinance France team at the start of his career as the Director for Corporate groups and Public Sector. He then created and managed Altedia Investment Consulting from 2004 to 2010. He has been President of Cedrus Partners since 2010.

Christel is graduated from masters’ degree in Management and a Post-Graduate Certificate in Finance from the University of Paris-Dauphine.

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Matthieu

Partner

Matthieu is responsible for the business development strategy of the Group

Matthieu started as a statistician for Teleperformance before joining Intersélection Actuarial Adviser as a financial engineer and then as director of investment strategies for 5 years. He joined Cedrus Partners in 2014 to open the Bordeaux office and deal with corporate clients.

Matthieu holds a masters’ degree from the Toulouse School of Economics in Actuarial science- Financial Markets and an ESSEC’s Masters’ Degree in Financial Techniques.

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Philippe

Senior Advisor

Philippe helps us on Foundation, Charities and Philantropy

Philippe has had an outstanding career in the banking industry. After a rich career in the financial sector during which he led Crédit du Nord at Paribas and then created the AGF bank at Allianz, Philippe decided to devote his know-how and his energy to the associative sector. Founder of a festival, the September Musical de l’Orne, he notably directed the UNAPEL, the Association France Festival. He is currently President of the Association des Vieilles Maisons Françaises.

Philippe is graduated from Sciences-Po and l’ENA

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Julien

Partner

Julien is heading our digital solutions.

Julien successively held the positions of Quantitative Analyst and then Head of Product Strategies at Allianz Alternative AM (2001-2008) and Senior Investment Specialist on alternative strategies within Unigestion (2008 to 2016). He joined Cedrus Partner in 2016 as Director, Head of Research.

Julien holds a master’s degree in finance from EMLV and Finance master’s degree from ESSEC Business School.

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Matthieu

Director

William is responsible for Invesment Research.

William started his career in Hedge Funds at Allianz and then at Amundi in New York. Then he joined Unigestion as a managing analyst for more than 6 years. He integrated Cedrus & Partners on the Research Team as Deputy Head in 2017 before taking charge of the team at the end of 2018.

William is an ECAM engineer, he is also graduated from ESSEC and has an executive training at INSEAD.

 

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Diane

Legal Advisor

Diane assists us over legal issues.

She served until 2014 as a lawyer in the field of business law (Alain Bensoussan Law Firm, Derriennic & Partners). Her focus has been intellectual property and digital technologies. Starting up her own firm in 2009, she has developed a clientele ranging from individual entrepreneurs to large industrial groups, through SMEs. In 2015, she joined Naxoo as legal councel.

Diane is graduated from the CAPA (French Bar), Université Paris IX – Dauphine and EM Lyon.

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Sébastien

Director

Sébastien has developed our real estate expertise.

Sébastien began his career in 2011 as a consultant with the firm Intersélection Actuarial Adviser and then joined the teams of analysts for Hedge Funds of Lyxor Asset Management. He joined the Cedrus Partners team in November 2013 and is particularly involved with associations and foundations.

Sebastien holds a masters’ degree in market finance from IAE Toulouse and Bachelor’s degree in Econometrics from the Ecole d’Economie de Toulouse (TSE).

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Estelle

Financial Advisor

Estelle is in charge of developing our institutional business.

Estelle started her career  with ODDO BHF in the commercial team for institutional clients before joining Natixis Investement Management in their distribution team. In 2019, she joined AppleTree to develop the institutional clientele.

Estelle holds a Master in International Real Estate and a Master in Risk Management from Financia Business School, as well as a Bachelor in Commerce from McGill University.